X360Sync End User Guide

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x360Sync End UserGuide

Table of Contentsx360Sync for End Users . 6How to Log in to the Web Portal . 6How to Manage Account Settings . 7How to Configure Two-Step Authentication . 9Overview . 9Configuring Two-Step Authentication . 9Accessing the Web Portal . 12Registering the Desktop Client . 13Registering and Accessing Mobile Apps . 13Registering and Accessing the Outlook Add-In . 19The Web Portal . 21How to Upload Files in the Web Portal .How to Create and Manage Files and Folders in the Web Portal .Overview .Previewing Content .Editing Content .Creating and Managing Content .A Note about Excluded Extensions .Live Databases .2123232424252727Mobile Apps . 28How to Download Mobile Apps .How to Use the Android App .Logging In .Navigating .Locking a File or Folder .Editing Files and Folders .Sending Share Links .Backing Up the Gallery .Turning on Grid View .Pinning Files for Offline Viewing .How to Use the iOS App .Logging In .282929333435374344464748Page 2

Navigating .Operations .Viewing and Editing Files .Locking Files and Folders .Sharing Files and Folders .Backing Up the Camera Roll .Setting a File or Folder as a Favorite for Offline Viewing .51525254555860Synced Tool for Windows and Mac Machines . 63How to Download the Desktop Client .How to Register the Desktop Client .How to Upload Files in the Desktop Client .How to Manage Preferences for the Desktop Client .Managing Preferences .Pausing a Sync Process .Viewing Warning Messages .How to Use the Selective Sync Feature .How to Add the Desktop Client as a Storage Location in Microsoft 365 .Adding The Desktop Client as a Storage Location .Accessing Cloud Content from Other Instances of your Apps .Removing the Desktop Client as a Storage Location .636669707074767678798081Sharing and Collaborating . 82How to Create a New Team Share .Team Share Permissions .Instructions .How to Send Share Links to Files .How to Manage Guest Accounts .How to Send Share Links to Folders .How to Manage Shared Items .How to Edit Files in the Web Portal Using the Collaborative Web Editor .Overview .Revisions .Anonymous Editing Permissions .Notifications and File Locking .Launching the Collaborative Web Editor .8282838485888991939394949495Page 3

Inviting Coauthors to Collaborate . 98Chatting with Coauthors . 101Editing with Coauthors . 102How to Edit Files in the Web Portal Using Microsoft 365 Apps . 104Overview . 104Supported File Formats . 105Notifications and File Locking . 105Launching a Microsoft 365 App . 106Locking Files and Folders . 110How to Lock Files and Folders in the Web Portal . 110Viewing Lock Information . 111How to Lock Files and Folders in the Desktop Client . 112Manually Locking a File or Folder . 112Auto-Locking Files . 112Viewing Lock Information . 114How to Resolve File Sync Warnings . 114. 114Common Types of File Sync Warnings . 115Resolving a Collision . 115Resolving a Locked Change Warning . 118Other Types of File Sync Warnings . 120File Collision . 120Folder Exists Upstream (Folder collision) . 120Invalid Credentials for Synced Network Path . 121File Is Locked . 121Sync Root Folder Missing . 121Folder Permission . 121Team Share Permission . 122Restoring Files and Folders . 124How to View and Restore a Revision . 124How to View and Restore Deleted Files and Folders . 125How to Use the Rollback Feature . 127Backups . 129Page 4

How to Create Backups in the Web Portal . 129How to Create Backups on your Local Machine . 130How to Manage Backups in the Web Portal . 131File Report and Activity Log . 133How to View File Reports . 133How to Track Activity . 134Outlook Add-In . 136Configuring the Outlook Add-In .Using the Outlook Add-In .How to Install the Outlook Add-In .How to Configure the Outlook Add-In .How to Use the Outlook Add-In .136138138141143WebDAV . 146How to Map a Network Drive on a Windows Machine . 146How to Map a Network Drive on a Mac OS X Machine . 147Page 5

x360Sync for End Usersx360Sync for End UsersYour File Sync Tool allows you to share files and folders across your devices, andhelps you collaborate and share content with others. Using the system, you can: Collaborate with members of your organization, as well as with people outside ofyour organization Manage file revisions and versioning Audit and track your files Share files and folders through email with the Outlook add-in Back up and restore important filesThis User Guide will help you set up and use the system, and will provide you with theinformation you need to incorporate the system’s toolset into your daily work activities.How to Log in to the Web PortalWhen a user account is first created for you, you will receive a Welcome email fromyour administrator, providing you with important information to help you get started using the system. For example, your email might include a link to the web portal, a username (or an email address), and a password.1.Navigate to the URL listed in your email (for example, https://www.syncedtool.com).2.Enter your username (or email) and password.3.Click the Log In button.Page 6

x360Sync for End Users4.Alternatively, if you do not remember your password, click the Forgot Passwordlink. You will be prompted to enter your email address to begin the password-reset process.5.If Two-Step Authentication is configured for your account, enter your Authenticator Code and click the Login button.How to Manage Account SettingsIn the web portal, you can update your account settings, including your name, emailaddress, and password. You can also set up advanced settings, such as Two-Step Authentication, quota alerts, and WebDAV access.To manage account settings:1.In the web portal, click the username drop-down button and select Account Settings.The Account Settings page displays.Page 7

x360Sync for End Users2.In the Account Settings page, you can update account information, including:a.Use the First Name field to update your first name.b.Use the Last Name field to update your last name.c.Use the Email field to update your email address.d.Click the Change Password link to change your password.e.Use the Mobile Phone Number field to change your mobilephone number.f.In the Language drop-down menu, select your preferred site language,which controls the language settings displayed in the web portal and mobileapps, as well as number formatting. Leave this field blank to use the defaultlanguage set for the system, which you will see displayed when you hoverover the blue Question icon.g.In the Timezone drop-down menu, select your preferred timezone, which affects dates and times displayed across the system. You can also leave thisfield blank to use the system default, which you will see displayed when youhover over the blue Question icon.3.Optionally, in the Two-Step Authentication section, click the Enable button to enable Two-Step Authentication. Two-Step Authentication adds an extra layer of security to your account. Each time you log in to the web portal, or register a desktop client, the Outlook add-in, or a mobile device, you will be prompted to enter anauthentication code. This code will be delivered to you through a mobile app, atext message, or an email, depending on your settings. For more information,please reference the How to Configure Two Step Authentication section of thisguide.4.In the Groups section of the page, you can view the groups to which you belong.5.Click the Save button when you are finished making changes to your account.Page 8

x360Sync for End UsersHow to Configure Two-Step AuthenticationOverviewIn the web portal, you can optionally configure Two-Step Authentication for your account. In some instances, your administrator might require that you set up Two-StepAuthentication.Two-Step Authentication adds a second verification step when you log into the webportal, or register the desktop client, the Outlook add-in, or a mobile device. With TwoStep Authentication, you will be sent an authentication code through an AuthenticatorMobile App, text message, or email, depending on your selected configuration. Youmust then enter this authentication code—along with your username and password—before you can access the web portal, or register the desktop client, the Outlook addin, or a mobile device.Two-Step Authentication can be configured in one of two ways. You can optionally configure your own Two-Step Authentication settings in your Account Settings page. Administrators can also require the use of Two-Step Authentication for your organization. If your administrator has turned on this policy, you will be prompted to configure your own Two-Step Authentication settings as soon as you log in to the web portal.Configuring Two-Step AuthenticationTo configure Two-Step Authentication:1.Click the Logged In As button in the web portal.The Account Settings page displays.Page 9

x360Sync for End Users2.In the Two-Step Authentication section, click the Enable button. Your administrator might require that you use Two-Step Authentication. If you are required to setup Two-Step Authentication, you will be prompted to configure an authenticationmode when you log in to your account in the web portal.You will be redirected to the Enable Two-Step Authentication page.3.In the Authentication Mode field, select the delivery method through which youwant to receive your authentication code. You can choose from Authenticator Mobile App, Text Message, and Email. If you select Authenticator Mobile App as yourdelivery method, you must install an authenticator app of your choice, such asGoogle Authenticator, Amazon AWS Virtual MFA, or any of the many other TOTPcompatible apps available for download.4.In the Current Password field, enter your password.5.In the Confirm Password field, confirm your password.6.If you selected Text message as your delivery method, you will also be promptedto enter your mobile phone number.7.Click the Submit button when you are finished. You will be redirected to the Confirm Two-Step Authentication page, which will vary based on your selected delivery method.a.If you selected Authenticator mobile app as your delivery method:Page 10

x360Sync for End Usersb.c.i.Save the Backup key that is listed in the confirmation page. You willneed this key if you need to recover access to your account.ii.On your mobile phone, install a mobile authenticator app, such as Google Authenticator, Amazon AWS Virtual MFA, or any of the many otherTOTP-compatible apps available.iii.In the mobile authenticator app, create an account, and enter the secretkey to confirm your identity, which you will find listed in the Confirm TwoStep Authentication page. A few mobile authenticator apps, such asGoogle Authenticator, will allow you to scan the barcode to confirm youridentity.iv.In the web portal, enter the authentication code provided by your authenticator app in the Authentication Code field.v.Click the Submit button when you are finished.If you selected Text message as the delivery method:i.Save the Backup key that is listed in the confirmation page. You willneed this key if you need to recover access to your account.ii.You will receive a text message with an authentication code. Enter thatcode in the Authentication Code field.iii.Click the Submit button when you are finished.If you selected Email as the delivery method:i.Save the Backup key that is listed in the confirmation page. You willneed this key if you need to recover access to your account.Page 11

x360Sync for End Usersii.You will receive an email with an authentication code. Enter that code inthe Authentication Code field.iii.Click the Submit button when you are finished.Accessing the Web PortalAfter your Two-Step Authentication settings are configured, you will be prompted for asecond step authentication code each time you log in.NOTEAuthentication codes are only valid for a limited amount of time. Makesure you enter your validation code promptly.If you are ever unable to provide the correct authentication code, you can use theBackup key to recover your account.1.In the Login page, click the Need to disable two-step authentication link.The Account Recovery page displays.Page 12

x360Sync for End Users2.In the Account Recovery page, enter your email address as well as the Backupkey that was saved when you first configured your verification settings.3.Click the Request button when you are finished. When Two-Step Authenticationhas been disabled, you will be able to log in using just your username and password.Registering the Desktop ClientWhen registering the desktop client for the first time, you will be asked to enter an authentication code.1.If Two-Step Authentication has been enabled for your organization or for youruser account, you will be prompted to enter an authentication code at the time ofregistration.2.After you receive your authentication code, enter the authentication code andpress the Next button. You can then complete the registration process.Registering and Accessing Mobile AppsWhen accessing your mobile app for the first time, you will be prompted to enter anauthentication code. You will also be asked to configure a passcode (also called a PINif you are using an Android device) when you access your mobile app at subsequentsessions.1.If Two-Step Authentication has been enabled for your organization or for youruser account, you will be prompted to enter an authentication code at the time ofinitial registration. Enter the authentication code and press the OK button.Page 13

x360Sync for End UsersImage of the Android App Two Step Authentication PromptPage 14

x360Sync for End UsersImage of the iOS App Two Step Authentication Prompt2.f Two-Step Authentication has been enabled for your entire organization, you willalso be asked to configure a passcode (for your iOS device) or a PIN (for yourAndroid device). At subsequent sessions, you will be prompted to enter this PINor passcode when you access your mobile app.Note: If Two-Step Authentication has been turned on only for your user account (either by you or byyour administrator) you will not be required to configure a passcode or PIN.a.On an Android device, you will be directed to the Settings page. Select Require PIN.Page 15

x360Sync for End UsersYou will be prompted to enter a PIN.Page 16

x360Sync for End Usersb.Alternatively, if you are using an iOS device, you will be directed to the Settings page. Select Use Passcode.Page 17

x360Sync for End UsersYou will be prompted to enter a Passcode.Page 18

x360Sync for End Usersc.When accessing the mobile app in the future, you will be prompted to first enter this PIN or passcode.Registering and Accessing the Outlook Add-InWhen accessing the Outlook add-in for the first time, you will be prompted to enter anauthentication code. You will also be prompted for an authentication code when opening a new Outlook session, or when changing your add-in credentials.1.If Two-Step Authentication has been enabled for your organization or for youruser account, you will be prompted to enter an authentication code when youopen Microsoft Outlook.Page 19

x360Sync for End Users2.After you receive your authentication code, enter the authentication code andpress the OK button. You will be prompted for this authentication code at the timeof add-in registration, when opening a new Outlook session, or when changingyour add-in credentials.Page 20

The Web PortalThe Web PortalAfter you have an account, you can begin to create and upload content into the webportal. The web portal provides user-friendly features—including drag and drop functionality, multi-select options, and the ability to view dozens of file types directly in yourweb browser.In the web portal, you can access your personal dashboard, search for files and folders, and manage your personal and shared content. For example, you can: Click the Files tab to access your files andfolders, or create new files and folders. Click the Shares tab to access TeamShares, items shared by you, and itemsshared with you. Click the Guests tab to collaborate andshare with people outside of your organization. Click the Backups tab to create and manage your backups. Click the File Report tab to view or export alist of your files. Click the Activity Log tab to review youractivity within the system.How to Upload Files in the Web PortalWhen files and folders are uploaded to the web portal, all of these items will propagatedown to any of your connected devices, such as your mobile device or your local machine. You can access your uploaded content from any computer that has a supportedweb browser and an Internet connection.To upload files in the web portal:Page 21

The Web Portal1.In the web portal, click the Files tab. The Browse Files page displays.2.Navigate to the appropriate location, and then drag and drop files and folders ontothe page, or into a personal folder or Team Share. Uploaded folders will retaintheir original structure.An Upload Files pop-up window displays, showing you the status up the uploadprocess.a.Alternatively, while inside the appropriate folder, click the Upload Files button. The Upload Files page displays.b.In the Upload Files page, you can drag and drop files onto the page and clickthe Upload button. The files will upload. Or, click the Add Files button tomanually search for files on your local machine. The files will upload.Page 22

The Web PortalHow to Create and Manage Files and Folders in the WebPortalOverviewYou can create and manage all of your files and folders in the Browse Files page ofthe web portal. In this page, you can utilize advanced drag and drop functionality, create files folders, upload files, and manage revisions. You can also preview dozens offile types directly in your web browser and edit files simultaneously with coauthors using the fully integrated Collaborative Web Editor.Finding Content1.In the web portal, click the Files tab. The Browse Files page displays, giving youaccess to your files, folders, and Team Shares.2.To quickly organize your content, drag and drop files and folders within theBrowse Files page. You cannot drag and drop a personal file or folder into a TeamShare. You can, however, drag and drop personal files and folders, or drag anddrop files and folders while inside a Team Share.3.You can also select multiple items at one time by holding down the Shift key onyour keyboard. You can then perform mass actions, including download, lock,move, deleted, and more.Page 23

The Web PortalPreviewing Content1.To preview a file in your web browser, right-click the file and select View. Or, simply click the file to view its contents.The selected file will open, allowing you to utilize advanced search tools, selectand copy text, print, download, and more.2.Click the Close button when you are finished previewing the file.Editing Content1.Right-click a supported file type, point to Open in and select your preferred editor. Depending on administrative settings, you might have access to the Web Editor or a Microsoft app.For example, if you select Web Editor, the file opens in the fully integrated, realtime Collaborative Web Editor.Page 24

The Web Portal2.In the Collaborative Web Editor, you can access a wide-range of formatting toolsto help you update fonts, paragraph formats, charts, tables, images, style types,and more. Additionally, you can edit simultaneously with coauthors, send and receive chats, and view and manage comments.Creating and Managing Content1.2.In the Files tab of the web portal, you can use the toolbar buttons to manage content in the selected folder.a.Click the Create drop-down button to create a new file or folder inside theweb portal.b.Click the Upload Files button to add files to the web portal.c.Click the Rollback button to restore all files within the entire folder to an earlier revision before a selected date. The Revision Rollback feature is particularly useful in situations where a file might have been corrupted by ransomware; it utilizes a file’s revision history, and restores all currently-existing content in the folder to a healthy revision at a specified point-in-time. In these cases, you can use the Activity Log to determine when the infected revisionswere uploaded, and then roll back files prior to the point of infection.d.Click the Show Deleted button to show files that have been deleted.e.Click the Restore Deleted button to return any deleted files to their originallocation.f.Click the Erase all Revisions button to erase previous revisions.Use the foldermenu to manage individual folders:a.Right-click a folder. A menu displays.b.In the menu, you can: Click the Share link to create a share link to the folder and its contents. Click the Download ZIP link to download the entire folder as a ZIP file toyour local machine. Click the Erase Revisions link to remove previous revision of the folderfrom the system. Click the Rename link to rename the title of the folder. Click the Move link to change the path of the folder. Click the Delete link to delete the folder from the system.Page 25

The Web PortalNote: When you delete an item, it is still stored in the system for a pre-determined number ofdays. Within this timeframe, you can restore a deleted file. Please contact your administratorfor more information.3.Alternatively, you can use the filemenu to manage individual files; or, press andhold down the Shift key to select multiple files at one time.a.Right-click a file. A menu displays.b.In the menu, you can: Click the Open in link to launch the file in the native browser, the Collaborative Web Editor, Microsoft 365 (if applicable), or the Web Preview tool. Click the Share link to create a share link to the file. Click the Download link to download the file to your local machine. Click the Revisions link to view a list of revisions to the file, and optionallyrestore a previous revision. Click the Erase Revisions link to remove previous revision of the file fromthe system. Click the Activity link to review activity or events for the selected file. Click the Rename link to rename the selected file. Click the Move link to change the path of the selected file. Click the Delete link to delete the file from the system.Note: When you delete an item, it is still stored in the system for a predetermined number ofdays. Within this timeframe, you can restore a deleted file. Please contact your administratorfor more information.Page 26

The Web PortalA Note about Excluded ExtensionsWhile most of your files and folders will easily sync across all of your devices, certainsystem files and folders, as well as temporary application files, will not sync. Your administrator may have also configured other fi

How to Resolve File Sync Warnings. 114. 114. Common Types of File Sync Warnings. 115. Resolving a Collision. 115. Resolving a Locked Change Warning. 118. Other Types of File Sync Warnings. 120. File Collision. 120. Folder Exists Upstream \(Folder collision\) 120. Invalid Credentials for Syn

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